How do I create a shift in volunteers for Salesforce (V4s)?
In Volunteers for Salesforce (V4S), shifts are found within their associated volunteer job records, so let’s open a job record to create our first shift. From the Campaign record, click the Related tab to see the Volunteer Jobs related list. Click Welcome Home - Setup Crew in the related list. Click the Related tab on the volunteer job record.
How do I track volunteer hours in Salesforce?
When you assign a volunteer to a shift, Salesforce creates a volunteer hours record related to the volunteer shift and contact records. You can use the volunteer hours record to track a volunteer’s time, including whether the volunteer actually showed up—rather important information.
What are the activities in Salesforce events?
These activities help Salesforce event monitoring, scheduling meetings, and prioritizing tasks and workforces. These activities are similar to those of outlook and are used to invite people for certain tasks, events, and so on.
Can a user be invited to an event in Salesforce?
They can be invited for an event even if they ain’t on the Salesforce platform. They can create a user ID. Both Leads and Contacts are standard objects, where we save information about “potential customer” and “current customer”. User invitation– Other employees of the company. How to create new tasks and events in Salesforce?
How do I add volunteer hours to Salesforce?
Record Hours for a Specific Job or ShiftGo to the Volunteer Job or volunteer Shift you want to enter hours for.Click the Related tab.On the Volunteer Hours related list, click Mass Edit Volunteer Hours.Change the Volunteer Job or Shift as needed. ... Enter the Contact name.More items...•
Can Salesforce track volunteers?
Event Management Volunteers for Salesforce provides tools for managing your organization's volunteering programs. Track who your volunteers are and the hours they have worked, manage all volunteer jobs and shifts, both ongoing, and for a specific event.
How do I add volunteers to Salesforce?
Make Volunteers for Salesforce Part of Your WebsiteIntroduction.Decide Which Pages to Add to Your Website.Website Integration—A Tag Team Event.Set Up Your Salesforce Site.Activate Your Site.Test Load the V4S Signup Page on Your Site.
What function does a campaign record serve in V4S?
1What function does a campaign record serve in V4S? A. It's the top-level record that contains all of the volunteer job and shift records.
How do I track Npsp volunteers?
0:123:06Demo: Volunteer management with Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipSalesforce can help you automate these time-consuming processes. So you can better track jobs andMoreSalesforce can help you automate these time-consuming processes. So you can better track jobs and volunteers enable sign ups and analyze. And report on the success of your volunteer.
What is volunteers for Salesforce?
Volunteers for Salesforce (V4S) is a tool to help you manage your organization's volunteering program, events, and people. V4S handles many common Volunteer management processes such as: Managing Volunteer jobs that an organization needs filled.
How many nonprofits use Salesforce?
40,000 nonprofit organizationsThrough the Power of Us product discount and donation program, more than 40,000 nonprofit organizations, foundations, and higher education institutions are using Salesforce.
When creating a campaign in V4S what record type do you choose?
V4S adds a new Campaign record type, Volunteer Campaign, to distinguish volunteer opportunities from other types of outreach or marketing campaigns.
Which object tracks the dates times and number of volunteers needed for a specific job in V4S?
Volunteer ShiftV4S and Your Salesforce InstanceType of ObjectObject NameDescriptionStandardContactRepresents a volunteer.CampaignRepresents a volunteer event or initiative.CustomVolunteer JobTracks jobs to fill and skills needed.Volunteer ShiftTracks dates, times, and number of volunteers needed for a job.3 more rows•Dec 9, 2019
Create the First Job
Now it’s time to move to the next level down in your structure—the jobs. Before you get started, jot down the jobs that you need for your event. Here again are the EarthCorps jobs for REVIVE.
Create More Jobs
Because you want to create another job for the same event, the easiest thing is to clone the Setup Crew job and then change the details.
Review the Jobs You Created
Now let’s look at your Campaign Detail page to see the jobs that you created.
What does Salesforce do with volunteer hours?
When you enter a volunteer in V4S, Salesforce creates an hours record for that volunteer. The hours record lives under the shift. You can use the hours record to track the details of a volunteer’s time, including whether the volunteer actually showed up. Rather important information.
How to select a campaign in V4S?
In V4S, click the Campaign tab and select your campaign from the Recent Campaigns list.
How to create shifts in V4S?
In V4S, shifts are located under their associated jobs, so you need to open a job record to create shifts. From the Campaign Detail page, click the Related tab to see the Volunteer Jobs related list. Click REVIVE - Setup Crew. The Volunteer Job Detail page opens. Click the Related tab then click New in the Volunteer Shifts related list.
How to scroll to October 2016?
Use the arrow keys to scroll to the month of October 2016 (or whatever month you entered for the shifts you created). You can then click the week button to get a closer view of the shifts.
How many shifts are there in the wait staff?
You create each of the two wait staff shifts (6–8 PM and 8–10 PM) separately.
Does Earthcorps have volunteers?
EarthCorps has such an amazing group of volunteers that all shifts tend to fill up immediately. Before they even announce the REVIVE event on the website, they already have the following volunteers:
Is there a fourth level in V4S?
But first, it’s time to come clean. We’ve been keeping a secret. The V4S structure also has a fourth level as part of the campaign, job, shift structure . . . hours. Yes, volunteer hours. But that’s the last level. We promise.
How to email volunteers on shifts?
On the Volunteer Shift Detail page, click the arrow and click Mass Email Volunteers. (You can also find this option on the Volunteer Job page. Choosing this option on the Volunteer Job page emails all volunteers on all the job’s shifts, not just one shift.)
Why do volunteers email Earthcorps?
For example, EarthCorps emails volunteers if an event is canceled due to high wind, to provide additional information, or to remind volunteers one more time that their shift is coming up. V4S makes these tasks easy to do.
What is V4S report?
V4S comes packaged with reports and dashboards that show you all kinds of information about your volunteer program. You can use these reports and dashboards to analyze volunteer trends and help you decide where to focus your volunteer efforts. V4S provides over 25 different reports, including a list of available jobs, top volunteers, upcoming shifts, and people who volunteered last month. For a full list of reports, see the V4S Users Guide (available on the Volunteers for Salesforce Documentation page listed in the Resources section).
What is a template in V4S?
The template consists of text and merge fields that pull data from the V4S objects and fields. This is what the actual email that Peter receives looks like.
Can you limit email to volunteers?
b. Email volunteers with Status— You can limit email to volunteers who have a specific status, for example, Confirmed or Prospect. Dianna selects Confirmed.
Does Dianna email her volunteers?
Let’s follow along with Di anna as she emails her volunteers to let them know that their shift is coming up. Again, if you haven’t entered the same contact, campaign, job, and shift data as Dianna, you can use the data in your own organization.
Does V4S have email templates?
Fortunately, V4S has preconfigured email templates for all the typical volunteer emails, and more. In addition, V4S includes workflow rules that trigger sending emails at the appropriate time. Of course, you can always deactivate or modify the workflow rules if you need something different for your organization.
Why do we need tags in Salesforce?
However, tags are very limited and we do not normally recommend activating them because they are not reportable and they lack the ability to standardize the classification across the organization. With that covered, tags are words or short phrases that you can associate with most Salesforce records to describe and organize their type of data in a personalized way. Use tags to group records from various objects by a common theme or use and then use those tags in search to make finding information fast and intuitive.
What are the roles in contact records?
Each organization will have to determine what roles you want to note on your Contact records. Some common roles include: donor, volunteer, board members, and staff . Others might be based on your specific mission: parents, members, grantees, mentors, active clients, program alumni, etc. You should sit down with the appropriate people at your organization and determine what categories would be useful for people to be able to use in list views, reporting, and campaigns (email, direct mail, etc.).
Why do organizations need to group contacts?
Most organizations have a need to group Contacts together based on common interests, activities, or role. If you want to quickly and easily be able to see which people in your database are volunteers, clients, or major donors, for instance, you have to set up Salesforce to make it easy to group those Contacts for viewing, segmenting lists for campaigns, and reporting.
Why are some contacts assigned to a category?
Some Contacts can be assigned to a category because of their activities (donations, applications submitted, cases logged, etc). For example, a contact who makes a donation becomes a “donor” or a contact who has submitted an application becomes a “client.”. Other categories might be determined manually.
Why should you assign contacts to a category?
Some Contacts can be assigned to a category because of their activities (donations, applications submitted, cases logged, etc).
What information should not be included in custom fields?
Custom fields on the Contact object should not include information that you collect over time or multiple times during your engagement with the Contact such as the change in their annual household income, donation amounts, or volunteer hours.
Can you use Campaigns to manage mailing lists?
You can use Campaigns to manage mailing lists or to group people such as committee members, event attendees, or a donor circle or level of giving. Furthermore, you can customize the Campaign member status of each Campaign to be able to track the Contacts’ status. Campaign responses are shown on a related list on the Contact and are easily reportable or shown in list views.
How to create new tasks and events in Salesforce?
Let us look into the detailed video tutorial to create a task and event in salesforce as related to the objects created.
What is an event in Salesforce?
An Event in Salesforce is an activity that helps conduct meetings, gatherings, appointments, and similar events that have a scheduled time, date, and duration. Log a Call, Send an Email. Events help track meetings with customers, prospects, and colleagues on the calendar to drill down related records, files, contracts, reports, and more.
When can we enable activities on required objects?
We can enable these activities on required objects when we need to assign a task or bring together a discussion for the same.
Does Lightning experience have classic applications?
Only the applications created in Classic don’t appear in Lightning experience on their own while all other internal fields and activities do.
Can you create a follow up task in real time?
In real-time projects for a certain task created on an object or record, we can further create a “follow up task” as shown in the video tutorial.
Learning Objectives
Volunteer Email Automation
- You want to make it easy for your volunteers to help out, so it’s critically important to get volunteers the information they need, when they need it. But managing all those emails is time consuming. Fortunately, Volunteers for Salesforce (V4S) has preconfigured email templates for all the typical volunteer messages. V4S also includes workflow rules that trigger sending emails at …
Manually Email Volunteers
- Automation is great, but sometimes you want to email volunteers on the fly. For example, NMH emails volunteers if an event is canceled, to provide additional information, or to remind them that their shift is coming up. V4S helps send all of these messages. Let’s follow along with Enoch as he emails his volunteers to let them know that their shift is coming up. Again, if you want to follo…
View Volunteer Reports and Dashboards
- V4S comes with reports and dashboards that provide all kinds of information about your volunteer programs. You can use these reports and dashboards to analyze volunteer trends and help you decide where to focus your volunteer efforts. V4S provides more than 25 different reports, including a list of available jobs, top volunteers, upcoming shifts, and people who volunteered la…
Resources
- Documentation:Stay in Touch with Your Volunteers
- Salesforce Help: Email Templates in Salesforce Classic
- Salesforce Help: Workflow
- Documentation:Configure Email Notifications and Email Templates